Checklist for Process Manufacturing Migration from

Release 11.5.10 to R12.1

This document provides high level steps that describe how to migrate data from Oracle Process Manufacturing Release 11.5.10 to
Release 12.1. Wherever possible, links to more detailed information have been provided.

All steps are mandatory except where SPECIFICALLY noted. All patches must be installed in the order specified – Patch
Merge functionality CANNOT be employed for these steps.

The columns in the checklist are required to be filled out when each step has been completed, including notes on errors or notable
conditions, and a note on optional steps indicating whether or not they were executed.

NOTE: This document is specifically limited to the migration of data from Oracle Process Manufacturing Release 11.5.10 to
12.1. Upgrades and/or migrations pertaining to the database, operating system, other products (e.g. Order Management, Oracle
Inventory), etc. are not covered in this document.

Date Published Version

December 23, 2010 2.0

Page 1 of 19
1. Preparation

ALL Customers: The following steps are performed in preparation for migration planning. The information contained in the
referenced documents and note help to explain the overall OPM Migration process and recommendations for ensuring a smooth,
successful migration.

Action Action Owner Date Completed Notes

1.1. Please see Metalink note#

376683.1 for OPM Migration related
documents.
1.2. Review the Best Practices Guide
for OPM Migration from 11i to
R12.1
1.3. Review the Oracle Process
Manufacturing (OPM) Migration
Reference Guide – Release 11i to
12.1

Page 2 of 19
2. Pre-Migration
If you have not already done so, you must complete the preparation steps listed above prior to continuing on to this
section.

The following steps are performed while the system is still available for use by end-users. The steps must be performed in the
order presented and before you continue with the other tasks in subsequent sections.

2. Action Applicability Applicable Action Owner Date Notes

Patch and Completed

Comments

2.1. Install the latest Datafix ALL Customers 5750051

patches.
Above patch fixes
data corruption
issues with Items
that would affect
migrating OPM
entities.

2.2. Map the data using the ALL Customers Apply following
patches if
Convergence Migration
migrating to 12.0
Setup user interface,
• 4563075
which is available in the
• 7582494
OPM System
Administration
Apply following
Responsibility. patches if
migrating to 12.1

• 4563075
• 6694260
• 9468260
Page 3 of 19
2. Action Applicability Applicable Action Owner Date Notes

Patch and Completed

Comments

2.3. Execute Actual SubLedger ALL Customers

Update
2.4. Execute GL Export ALL Customers

2.5. Execute Journal Import ALL Customers

2.6. Set up INV and IVA ALL Customers The Process to

Discrete
accounts at the
Inventory
organizations level, as this Transfer
functionality is
is required for migrating
leveraged for
Inventory balances. Inventory
balance
migartion.
2.7. Update Forecast Headers All Customers Only those
forecasts that
to have a value entered in
have a value in
Forecast Set. this field will be
migrated.
2.8. Run the Pre-Migration ALL Customers 4699061 and
follow the
Validation script.
instructions
from the
README, as the
application of the
patch does not
automatically run
the validation
scripts.

Additonally,
apply patch
6696828 if
migrating to 12.1

Page 4 of 19
2. Action Applicability Applicable Action Owner Date Notes

Patch and Completed

Comments

2.9. Check the Migration Log ALL Customers

User Interface or check
log table for errors and/or
applicable warning
messages.
If none are found, proceed
directly to step 2.11

2.10 Take the appropriate ALL Customers

corrective actions to
address ALL errors and
applicable warning
messages. Refer to the
Oracle Process
Manufacturing (OPM)
Migration Release 11i to
12.1 Migration Messages
and Technical Reference
for the required actions.
When completed, repeat
step 2.9

2.11 (Optional) Migrate all ALL Customers 4582937 and

follow the
organizations and items.
instructions
from README

Page 5 of 19
2. Action Applicability Applicable Action Owner Date Notes

Patch and Completed

Comments

2.12 If step 2.11 was executed, ALL Customers

check the Migration Log
User Interface, or check
log table for errors and/or
applicable warning
messages. If step 2.11
was NOT executed or no
errors are found, the OPM
Pre-Migration steps section
is complete.
2.13 Take the appropriate ALL Customers
corrective actions to
address ALL errors and
applicable warning
messages. Refer to the
Oracle Process
Manufacturing (OPM)
Migration Release 11i to
12.1 Migration Messages
and Technical Reference
for the required actions.
When completed, go to
step 2.12 and repeat.

Page 6 of 19
3. Blackout phase – Prior To Upgrade Patch Installation

The pre-migration steps listed above MUST be completed prior to beginning this section.

There should be no unresolved errors from the pre-migration phase. If errors exist from pre-migration, take the
necessary actions to correct them before proceeding.

The following steps are performed after end-users are no longer allowed to log into the system, but before the system is taken
offline to apply the 12.1 Upgrade. The steps must be performed in the order presented and before continuing with the other tasks
in subsequent sections.

3. Action Applicability Applicable patch Action Owner Date Notes

and Comments Completed

3.1. Disable any and all ALL Customers

custom code and or
triggers before migration.

3.2. Turn off Formula ALL Customers

Security.

3.3. For ALL existing Discrete ALL Customers

Inventory Organizations,
ensure that Lot
uniqueness is set to ‘NO’.

Page 7 of 19
3. Action Applicability Applicable patch Action Owner Date Notes

and Comments Completed

3.4. Review, act upon, and Customers using Review, act upon, and
ASCP dispose of information
dispose of information in
provided in the Oracle
Oracle ASCP interface Advanced Supply Chain
Planning application
tables
interface tables:
GMP_APS_OUTPUT_ TBL
GMP_APS_OUTPUT_DTL

3.5. Review, act upon, and ALL Customers Review, act upon, and
using OPM MRP dispose of the
dispose of information in
information provided in
the OPM MRP interface the OPM interface table
MR_ACTN_TBL. This is
table
important as user will be
moving from using MRP
to ASCP Unconstrained.

3.6. If there are no open ALL Customers Apply patch 9476923 . A

snapshot must be taken
batches then go to 3.9
to recreate all the open
batches after the
upgrade.
Prepare for the batch
snapshot
3.7. Navigate to the Migration ALL Customers
Setup User Interface
Batches tab. Choose
Mass Batch Close from
the Action menu to close
all batches with a status
of Completed.

Page 8 of 19
3. Action Applicability Applicable patch Action Owner Date Notes

and Comments Completed

3.8. If there are no open ALL Customers

batches then go to 3.9

Click the Process Batches

for Migration button on
the Convergence
Migration Setup user
interface to capture a
snapshot of the open
batches that will be used
during the post migration
process to recreate the
batches

3.9. Complete or cancel all ALL Customers Refer to the OPM

Inventory Management
pending transfers
User’s Guide for details
on how to complete a
pending transfer or,
apply patch 4350832 to
cancel pending transfers

3.10 Backorder or ship OPM Applicable to If these order lines are

customers not shipped prior to
Order Fulfillment sales
migrating from migration, then only
orders that are pick OPM Order backordering prior to
Fulfillment to migration will make
confirmed or staged prior
Oracle Order these order lines visible
to migration Management for updates to Oracle
Inventory.

Page 9 of 19
3. Action Applicability Applicable patch Action Owner Date Notes

and Comments Completed

3.11 Run Preliminary ALL Customers Do not run Final

Inventory Close for
Inventory Close Process
the period in which
for all warehouses under you are running the
R12 upgrade.
all the OPM Companies.
3.12 Post inventory & resource Customers using Run the OPM Subledger
Standard Costing Update, OPM GL Export,
transactions to OPM
and General Ledger
Subledger and export to Journal Import. Refer to
the OPM Manufacturing
GL.
Accounting Controller
User’s Guide & Oracle
General Ledger User's
Guide for further details.

Once you upgrade you

will not be able to post
the transactions created
prior to the upgrade.

3.13 Run Actual Cost Process Customers using Run the OPM Actual Cost
Actual Costing Process, OPM Cost
to calculate the cost and
Update Process, OPM
then post inventory & Subledger Update, OPM
GL Export, and General
resource transactions to
Ledger Journal Import.
OPM Subledger and Refer to the OPM
Manufacturing
export to GL. Also see
Accounting Controller
note below. User’s Guide & Oracle
General Ledger User's
Guide for further details.

After you upgrade

you will not be able
to post the
transactions created
prior to the upgrade.

Page 10 of 19
3. Action Applicability Applicable patch Action Owner Date Notes

and Comments Completed

3.14 Review Note at the end Customers using

Actual Costing
of this document about
actual costing
3.15 Run Lot Cost Process to Customers using Run the OPM Lot Cost
Lot Costing Process, OPM Cost
calculate the cost and
Update Process, OPM
then post inventory & Subledger Update, OPM
GL Export, and General
resource transactions to
Ledger Journal Import.
OPM Subledger and Refer to the OPM
Manufacturing
export to GL.
Accounting Controller
User’s Guide & Oracle
General Ledger User's
Guide for further details.

Once you upgrade you

will not be able to post
the transactions created
prior to the upgrade.

3.16 Review Note at the end Customers using

Lot Costing
of this document about
Lot costing.
3.17 Run the GMF validation ALL Customers Run the script
GMAR12VAL.sql with the
scripts
parameter value set to
‘GMF’

Refer to document
Oracle Process
Manufacturing (OPM)
Migration Release 11i to
12.1 Migration Messages
and Technical Reference
for details.

Page 11 of 19
3. Action Applicability Applicable patch Action Owner Date Notes

and Comments Completed

3.18 OPM Order Fulfillment to Customers using Refer to document OPM

OPM Order Migration Reference
Oracle Order
Fulfillment Guide, Release 12.1 for
Management migration further details

3.19 Check the Migration Log ALL Customers .

User Interface or check
log table for errors
and/or applicable
warning messages. If
none are found, go to
step 3.21.

3.20 Refer to the Oracle ALL Customers

Process Manufacturing
(OPM) Migration Release
11i to 12.1 Migration
Messages and Technical
Reference for the
required actions. After
taking corrective actions,
go to step 3.19

Page 12 of 19
3. Action
3.21 Apply the latest additional
OPM In-Line Migration
patches in pre-install
mode just before applying
the upgrade driver.
Applicability Applicable patch Action Owner Date Notes
and Comments Completed
ALL Customers Apply following patches
if migrating to 12.0
• 7513308:R12.INV.A
• 8363586:R12.INV.A
• 9143261:R12.INV.A
• 9403348:R12.INV.A
• 8359386:R12.GMI.A
Apply following patches
if migrating to 12.1
• 8359386:R12.GMI.B
• 9004088:R12.INV.B
• 9143261:R12.INV.
• 9403348:R12:INV.B
• 9476958:R12:INV.B
• 9560244:R12.ITM.C
• 9893621:R12:INV.B
• 10279332:R12:INV.B
• 10413599:R12:INV.B
Page 13 of 19
4. Post-Migration

Perform the following steps after the application of the 12.1 Upgrade and before bringing the system back up and allowing users
to log on. The steps must be performed in the order presented.

4. Action Applicability Applicable patch Action Owner Date Notes

and comments Completed

4.1. If adworker failed for any
OPM script, go to My
Oracle Support to check
for any new patches or
workarounds that exist for
a failure in the in-line
phase. If none are found,
log a service request.
ALL Customers Refer to the Oracle
Process Manufacturing
(OPM) Migration
Release 11i to 12.1
Migration Messages and
Technical Reference for
details on running failed
scripts.

4.2. Check the Migration Log ALL Customers

User Interface or check
log table for errors and/or
applicable warning
messages. If none are
found, go to step 4.4

Page 14 of 19
4. Action Applicability Applicable patch Action Owner Date Notes

and comments Completed

4.3. Refer to the Oracle ALL Customers

Process Manufacturing
(OPM) Migration Release
11i to 12.1 Migration
Messages and Technical
Reference for the required
actions. After taking
corrective actions, go to
step 4.2

4.4. Run OPM Data ALL Customers Apply following patch if

migrating to 12.0
Transformation
• 6677022

Apply following patch if

migrating to 12.1
• 6677049

These patches will

transform the
organization_id,
inventory_item_id,
lot_number, and uom
columns in GMD,GME,
GME OM WSH, PO, and
RCV.

Page 15 of 19
4. Action Applicability Applicable patch Action Owner Date Notes

and comments Completed

4.5. Run OPM Financials Data ALL Customers Apply following patch if
migrating to 12.0
Transformation
• 4690072

Apply following patch if

migrating to 12.1
• 9958992

Above patches will

perform following
migrations:
• Transformation of
organization_id,
inventory_item_id, uom,
lot_number, and uom
columns in the OPM
Financials tables
• Migration of OPM
financials data

4.6. Migrate OPM Regulatory Customers Apply patch 4688012

using OPM
data
Regulatory
Management

4.7. Apply patches required for
reopening batches.
ALL Customers Apply the following
patches if migrating to
12.0
• 9090024:R12.GME.A
• 9170460:R12.GME.A

Apply the following

patches if migrating to
12.1
• 9090024:R12.GME.B
• 9170460:R12.GME.B

Page 16 of 19
4. Action Applicability Applicable patch Action Owner Date Notes

and comments Completed

4.8. Recreate open batches ALL Customers Run the Process

Execution Migration
Recreate Open Batches
concurrent program
based on the snapshot
captured during pre-
migration.

4.9. Migrate OPM Edit Text to
attachments
ALL Customers Run the GMA: Edit Text
Migration concurrent
program to migrate the
OPM Edit Text to
attachments for the
organizations, items,
lots, grades, and reason
codes. Refer to the OPM
System Administration
User’s Guide for details

4.10 Check the Migration Log ALL Customers

User Interface or check
log table for errors and
or/applicable warning
messages. If none are
found, proceed directly to
step 4.12

4.11 Refer to the Oracle ALL Customers

Process Manufacturing
(OPM) Migration Release
11i to 12.1 Migration
Messages and Technical

Page 17 of 19
4. Action Applicability Applicable patch Action Owner Date Notes

and comments Completed

Reference for the required

actions. After taking
corrective actions, repeat
step 4.10
4.12 Update items attributes Customers New ASCP users:
using ASCP Refer to the Oracle
for MRP/MPS and Lead
Planning Process Manufacturing
times for migrated items Process Planning User's
Guide and the Oracle
for ASCP planning.
Advanced Supply Chain
Planning
Implementation and
Users Guides for details.

Current ASCP users:

4.13 Apply additional post
migration patches
If changes were made
to your organization
structure, review
Sourcing Rules to
ensure the proper
planning will take place
for this new
organization structure.
ALL Customers Apply following patch if
migrating to 12.0
• 8968112:R12.GML.A

Apply following patch if

migrating to 12.1
• 8968112:R12.GML.B

4.14 Validate various business ALL Customers

flows to ensure that the
OPM data transformation
process completed
successfully.

Page 18 of 19
Note for Actual Costing Users only:
After you upgrade to Release 12.1, the Actual Cost program in Release 12.1 will only recognize transactions under process
organizations that are recorded in Oracle Inventory. In other words, the average cost calculations after the upgrade will not
recognize the transactions created in the 11i OPM Inventory system. As a result, the average cost calculated may not be accurate
if the upgrade is performed during the middle of a costing period--and there are transactions in OPM Inventory for the same
costing period. If possible, consider upgrading to R12.1 at the beginning of a costing period. By doing so, you can ensure that the
majority of the transactions in that period are recorded in Release 12.1. Upgrading at the beginning of the costing period will
therefore result in a more accurate average cost when you run the Release 12.1 OPM Actual Cost Process.

Note for Lot Cost Simulation Users:

If you are using Lot Costs as an additional costing method for simulation purposes, you must run the Lot Cost process in final
mode before migration. Otherwise, the costs created in test mode may be overwritten when you run the process again in Release
12.1

Page 19 of 19